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Name Holding Trade Value Shares
Change
Change in
Stake
LHC
1976
Little House Capital
Massachusetts
$13K +$12.6K +169 New
GC
1977
Grace Capital
Massachusetts
$12K
BCI
1978
Brinker Capital Investments
Pennsylvania
$11K
HWM
1979
Holloway Wealth Management
Florida
$11K
RWM
1980
Raffa Wealth Management
District of Columbia
$10.2K
IWA
1981
Intercontinental Wealth Advisors
Texas
$10K
JIR
1982
James Investment Research
Ohio
$10K +$9.15K +123 New
APC
1983
Aspire Private Capital
North Carolina
$8K
DWA
1984
Dougherty Wealth Advisers
Minnesota
$8K
PVH
1985
Psagot Value Holdings
Israel
$8K
BC
1986
Barnett & Company
Tennessee
$8K +$2.75K +37 +59%
CFA
1987
Camarda Financial Advisors
Florida
$8K +$7.29K +98 New
FA
1988
Financial Advantage
Maryland
$7K +$7.44K +100 New
KIG
1989
Kessler Investment Group
Indiana
$6K
WAS
1990
WESPAC Advisors SoCal
California
$6K
FNBOSM
1991
First National Bank of South Miami
Florida
$5K
JAM
1992
JCIC Asset Management
Ontario, Canada
$5K
LWA
1993
Lenox Wealth Advisors
New York
$5K
PCMK
1994
Paragon Capital Management (Kansas)
Kansas
$4K +$3.5K +47 New
MFT
1995
Moisand Fitzgerald Tamayo
Florida
$3K
CIA
1996
CSat Investment Advisory
Michigan
$2K
OWA
1997
One Wealth Advisors
California
$2K +$1.64K +22 New
TFA
1998
Transamerica Financial Advisors
Florida
$1K -$74 -1 -7%
BRC
1999
Bell Rock Capital
Delaware
$1K
BWL
2000
Bogart Wealth LLC
Virginia
$1K